Reporting Category
Departmental Playbook: February 2019 Updates
Feb. 5, 2019—In an effort to streamline the information in the Departmental Playbook reporting dashboard, we will be making the following improvements over the coming week: PPM Project Budget vs. Actual A new PPM Project Budget vs. Actual reports was introduced during the fall to provide users with multiple options for comparing budget and actual data...
Report Update: New HCM Award Compensation Report and Other Updates
Oct. 2, 2018—New Report: HCM Award Compensation A new HCM Award Compensation report has been created that will allow HCM Specialists, Data Analysts and Approvers to search for and review Award Compensation data for employees by Business Unit, Work Unit, Person Name/Number, Assignment Status and/or Element. Updated Reports The PPM Transaction Detail report has been updated for...
Report Updates: Prompts and Data Added to HCM Costing Allocation Plan and Detail Reports
Aug. 21, 2018—Additional updates have been made to the following HCM reports available in the Departmental Playbook that allow HCM Specialists and Data Analysts to run the reports using additional prompts: HCM Assignment Cost Allocation Plan COA and POET prompts added Project PI added HCM Element Cost Allocation Plan COA & POET prompts added Project PI added HCM Costing...
Report Updates: New Columns Added to Budget vs Actual Reports
Aug. 21, 2018—The Budget vs. Actual reports available through the Departmental Playbook have now been updated to include both Month-to-Date and Year-to-Date columns and variances.
New Report: HCM Cost Allocation Plan Labor Forecast
Aug. 21, 2018—A new HCM Cost Allocation Plan Labor Forecast report has been created and added to the Departmental Playbook. This report is designed to assist HCM Specialists, Data Analysts and Business Unit/Entity Approvers with analyzing and managing labor charges by providing a monthly forecast amount and remaining time period for faculty, staff and students charged to a specific...
Reporting Update: New Prompt for Account Type and Other Updates
Aug. 6, 2018—The following updates have recently been implemented to improve financial and transaction reports in the Departmental Playbook: (1) New Prompt for Account Type In order for users to quickly isolate income statement and balance sheet accounts, a prompt for Account Type has been added to the following reports: GL Journal Transactions GL Subledger Transactions GL Account...
Update: Net Activity Added to GL Journal and Subledger Transactions Reports
Jul. 17, 2018—The GL Journal Transactions and GL Subledger Transactions reports have been updated to include a Net Activity column in addition to the Debit and Credit columns.
Update: P2P Purchasing Summary Now Includes Open Encumbrance Information
Jul. 17, 2018—Many users have requested that encumbrance information be made available for open purchase orders – thanks to some excellent work by your colleagues serving on our Oracle Cloud Data Task Force, we have been able to provide this information in the P2P Purchasing Summary report, which is available to all Financial Unit Managers, Approvers and Data...
Update: Intercompany Transactions Summary Report
Jul. 16, 2018—The Intercompany Transactions Summary report has been enhanced as follows: New Prompts User can now use the following prompts to enhance their searches of Intercompany transactions: Entity Financial Unit Transaction Status (note: the default status will be “Complete”) Party type (i.e., Provider or Receiver) Additional Transaction Information Users will now see the following additional details...
Update: HCM Employee Roster Report
Jul. 16, 2018—We have enhanced the information and functionality of the HCM Employee Roster report as follows: Updates to Fields in the Report New columns added: Position Number and Position Name VUnetID Home address and phone number Job Code Column updated: The previous “Job” column is now labelled “Job Title” Enhanced Functionality Pending workers have been filtered out...